EQH
Equitable Holdings, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -5.3% ·
share flow -2.8% ·
net new positions -11.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 139 | -4 | 203.82M | $8.94B | +12 | −17 |
| Q1 2026 | 147 | +4 | 196.44M | $7.29B | +10 | −7 |
| Q4 2025 | 142 | -1 | 234.74M | $11.19B | +1 | −1 |
| Q3 2025 | 18 | -1 | 125.99M | $6.40B | +1 | −3 |
| Q2 2025 | 17 | +1 | 132.85M | $7.45B | +2 | −1 |
| Q1 2025 | 13 | -1 | 71.25M | $3.71B | +1 | −2 |
| Q4 2024 | 14 | -2 | 70.10M | $3.31B | — | −2 |
| Q3 2024 | 15 | 0 | 56.34M | $2.37B | +1 | −1 |
| Q2 2024 | 15 | — | 60.30M | $2.46B | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 32.13M | -5.0% | $1.63B | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 28.98M | -2.6% | $1.47B | 0.0% | ▼ Trim | 2 | SEC ↗ ×19 |
| 3 | T. Rowe Price ✦ | 16.13M | -3.8% | $818.84M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 4 | Wellington Management ✦ | 12.39M | -3.5% | $628.94M | 0.1% | ▼ Trim | 6 | SEC ↗ ×9 |
| 5 | State Street Global Advisors ✦ (passive) | 12.27M | -0.5% | $623.10M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 6.38M | -14.1% | $328.14M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 7 | Morgan Stanley ✦ | 4.02M | — | $203.93M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 8 | JPMorgan Chase ✦ | 2.87M | — | $145.91M | 0.0% | n/c | 1 | SEC ↗ ×24 |
| 9 | Fidelity (FMR) ✦ | 2.86M | -2.8% | $145.47M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 10 | Goldman Sachs Group ✦ | 2.35M | — | $119.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 11 | Millennium Management ✦ | 1.50M | +337.4% | $76.29M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 1.18M | -3.2% | $59.80M | 0.0% | ▼ Trim | 6 | SEC ↗ ×5 |
| 13 | Marshall Wace ✦ | 1.16M | -48.8% | $59.00M | 0.1% | ▼ Trim | 6 | SEC ↗ ×2 |
| 14 | D. E. Shaw & Co. ✦ | 919.92K | +2559.3% | $46.71M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Bridgewater Associates ✦ | 549.95K | +1534.4% | $27.93M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 200.30K | New | $10.17M | 0.0% | New | 1 | SEC ↗ |
| 17 | Citadel Advisors ✦ | 79.36K | -80.7% | $4.03M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 18 | GAMCO Investors ✦ | 20.13K | -0.3% | $1.02M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Point72 Asset Management | $10.17M | 0.0% |
Exited
| Norges Bank | $703.06M | was 0.1% |
| Soros Fund Management | $4.85M | was 0.1% |
| Two Sigma Investments | $1.76M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 674 shares, $13,082 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Director · 2.78K sh · $151,093
Director · 2.00K sh · $108,550
Officer · 14.92K sh · $794,518
Director · 1.00K sh · $52,825
Officer · 2.46K sh · $126,362
Officer · 2.24K sh · $117,655
Officer · 300 sh · $15,919
Officer · 4.66K sh · $239,406
Officer · 4.20K sh · $220,553
Officer · 500 sh · $26,524
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology